P Equity Research 📰(@pequityresearch):Sam Altman made some important remarks on the @sourcespod with @alexeheath: > Not worried about OpenAI's compute buildout plan; believes will use all of their compute very profitability > Concerned about "unsustainable silliness" of random new neoclouds popping up and claiming to build gigantic lines of compute without the revenue and customer to support. > Believes they can confidently pay for all of the compute they have committed to. > "Cost is no object" for compute. People believe they can build compute and someone will buy it at a higher price. > OpenAI has no plan of selling compute externally anytime soon. $NVDA $NBIS $AMD $MRVL $AVGO $IREN $CRWV

2026.09.02 13:11

Sam Altman made some important remarks on the @sourcespod with @alexeheath: > Not worried about OpenAI's compute buildout plan; believes will use all of their compute very profitability > Concerned about "unsustainable silliness" of random new neoclouds popping up and claiming to build gigantic lines of compute without the revenue and customer to support. > Believes they can confidently pay for all of the compute they have committed to. > "Cost is no object" for compute. People believe they can build compute and someone will buy it at a higher price. > OpenAI has no plan of selling compute externally anytime soon. $NVDA $NBIS $AMD $MRVL $AVGO $IREN $CRWV